JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752B
AUM Growth
-$26.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,053
New
Increased
Reduced
Closed

Top Buys

1 +$5.56B
2 +$1.68B
3 +$964M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$801M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$756M

Top Sells

1 +$2.34B
2 +$1.76B
3 +$1.06B
4
MS icon
Morgan Stanley
MS
+$1.05B
5
MSFT icon
Microsoft
MSFT
+$1.05B

Sector Composition

1 Technology 16.69%
2 Financials 11.81%
3 Healthcare 10.26%
4 Consumer Discretionary 10%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$59.1M 0.01%
2,249,972
-366,497
1002
$58.9M 0.01%
813,436
+77,406
1003
$58.6M 0.01%
+8,549,035
1004
$58.5M 0.01%
843,955
+828,990
1005
$58.4M 0.01%
2,559,893
-85,949
1006
$58.3M 0.01%
1,731,418
+204,270
1007
$58M 0.01%
242,078
+35,648
1008
$58M 0.01%
643,604
+50,278
1009
$57.9M 0.01%
347,446
-24,433
1010
$57.6M 0.01%
144,801
+169
1011
$57.5M 0.01%
1,213,849
+172,693
1012
$57.5M 0.01%
858,238
+103,101
1013
$56.9M 0.01%
507,034
-316,891
1014
$56.9M 0.01%
1,597,088
-1,581,675
1015
$56.9M 0.01%
786,264
+775,157
1016
$56.9M 0.01%
2,330,939
-461,016
1017
$56.8M 0.01%
1,308,734
+474,442
1018
$56.8M 0.01%
4,874,460
+39,233
1019
$56.7M 0.01%
5,301,797
+791,695
1020
$56.3M 0.01%
938,075
+12,439
1021
$55.9M 0.01%
334,215
-7,347
1022
$55.7M 0.01%
158,682
-169,449
1023
$55.6M 0.01%
115,522
-65,162
1024
$55.5M 0.01%
4,311,739
-87,688
1025
$55.5M 0.01%
551,086
+274,924